CERITY PARTNERS FOUNDATION (EIN 510515757) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

RHEA SUH

Phone

4154642500

Tax Period

2024-07-01 to 2025-06-30

CERITY PARTNERS FOUNDATION, founded in 2004, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.7M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Net assets of $35.5M represent 90 months of operating reserves.

Mission

MOBILIZING THE POWER OF COMMUNITY AND THE RESOURCES OF PHILANTHROPY TO ADVANCE EQUITY FOR PEOPLE, PLACES AND THE PLANET.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,745,758

Program Service Revenue $0

Investment Income $965,518

Other Revenue $0

TOTAL REVENUE $4,711,276

Expense Breakdown

Grants Paid $4,355,722

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,357,557

Other Expenses $290,059

TOTAL EXPENSES $4,645,781

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,711,276	$4,277,751	+0.1%
Expenses	$4,645,781	$8,637,260	-0.5%
Net Income	$65,495	$-4,359,509	-1.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,360,776

Total Directors

$419,074

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VIKKI GARROD	DIRECTOR	0.10	Director	$0	$73,264	$419,074
RICHARD LONG	BOARD CHAIR	0.10	Director	$0	$0	$0
AARON WAXMAN	BOARD CHAIR (THRU 11/24)	0.10	Director	$0	$0	$0
TED MITCHELL	DIRECTOR	0.10	Director	$0	$0	$0
THOMAS REICHER	DIRECTOR	0.10	Director	$0	$0	$0
RHEA SUH	PRESIDENT & CEO	0.50	Officer	$0	$60,261	$732,783
LAUREN MCCLELLAND	CFO	0.50	Officer	$0	$51,032	$412,083
ASHLEY SMITH	SECRETARY (THRU 03/25)	0.10	Officer	$0	$57,890	$215,910
ROXANNE RICHARDS	SECRETARY	0.25	Officer	$0	$0	$0
SA HARTMAN	FORMER CFO (THRU 12/23)	0.00		$0	$0	$495,835

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$4,711,276	$4,645,781	$35,618,597	$65,495
2024	$4,277,751	$8,637,260	$33,174,294	$-4,359,509
2023	$2,497,295	$4,179,883	$35,256,571	$-1,682,588
2022	$16,614,199	$12,368,636	$39,316,307	$4,245,563
2020	$2,172,649	$3,685,198	$30,559,759	$-1,512,549
2019	$2,847,301	$3,183,368	$33,314,562	$-336,067
2018	$3,931,430	$2,864,331	$34,001,018	$1,067,099

CERITY PARTNERS FOUNDATION